Julie is a solicitor in the Private Wealth and Tax team, advising on various aspects of this work including estate- and tax-planning and the preparation of wills and powers of attorney.
Julie also advises on all aspects of the executry administration process and has experience handling cross-jurisdictional matters in this area. She provides comprehensive support to clients throughout the executry process ensuring that matters are handled efficiently and with sensitivity.
- Acting in the administration of a complex estate involving cross-jurisdictional matters and also advising on the succession of these assets.
- Experience of dealing with HMRC in relation to inheritance tax compliance matters involving business assets and cross-border considerations.
Expertise: